See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $599,186 | $109,817+445.6% | $98,442+508.7% | $167,490+257.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 19.52% | 1956.69%-1937.2pp | 1492.73%-1473.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,279 | $3,224-29.3% | $2,960-23.0% | $4,837-52.9% |
| Participant deferral / active EE | $6,967 | $4,673+49.1% | $4,276+62.9% | $6,341+9.9% |
| Admin fee / account holder | $3,272 | $6,753-51.5% | $5,949-45.0% | $12,309-73.4% |